VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,369 | +12.3% | 3,301 | 0.0% | 0.06% | +24.0% |
| Q2 2023 | $372,650 | -1.1% | 3,301 | +0.0% | 0.05% | +2.0% |
| Q1 2023 | $376,959 | -5.8% | 3,300 | 0.0% | 0.05% | -16.9% |
| Q4 2022 | $400,224 | +19.5% | 3,300 | 0.0% | 0.06% | +1.7% |
| Q3 2022 | $335,000 | +2.1% | 3,300 | 0.0% | 0.06% | +3.6% |
| Q2 2022 | $328,000 | -7.1% | 3,300 | 0.0% | 0.06% | +9.8% |
| Q1 2022 | $353,000 | +37.9% | 3,300 | 0.0% | 0.05% | +50.0% |
| Q4 2021 | $256,000 | +4.9% | 3,300 | 0.0% | 0.03% | +3.0% |
| Q3 2021 | $244,000 | -2.4% | 3,300 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $250,000 | -68.1% | 3,300 | -83.9% | 0.03% | -73.0% |
| Q1 2020 | $784,000 | -15.6% | 20,525 | +72.3% | 0.13% | +15.6% |
| Q3 2019 | $929,000 | +4.5% | 11,909 | +13.9% | 0.11% | -4.4% |
| Q2 2019 | $889,000 | -4.9% | 10,458 | 0.0% | 0.11% | -4.2% |
| Q1 2019 | $935,000 | – | 10,458 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Financial Partners | 137,121 | $14,677,000 | 14.11% |
| Juniper Hill Capital Management LP | 308,860 | $33,060,000 | 9.54% |
| Beacon Capital Management, Inc. | 2,427,672 | $259,858,000 | 8.30% |
| Main Management ETF Advisors, LLC | 803,600 | $86,017,000 | 7.99% |
| RFG HOLDINGS, INC. | 108,959 | $11,663,000 | 7.24% |
| M Financial Asset Management, Inc. | 14,505 | $1,553,000 | 6.43% |
| Arlington Capital Management, Inc. | 13,600 | $1,456,000 | 5.91% |
| Tranquilli Financial Advisor LLC | 76,933 | $8,235,000 | 5.86% |
| GoalFusion Wealth Management, LLC | 53,783 | $5,758,000 | 4.96% |
| Berkeley Capital Partners, LLC | 95,178 | $10,188,000 | 4.06% |